Proposal● Watch9 days in stage
Value
$142,000
Probability
55%
Weighted
$78,100
Close date
Aug 2
Next step
Schedule walkthrough
Deal health — AI assessment
AIWhat's strong
Decision maker engaged on every thread. Budget confirmed in last meeting. Strong fit with prior Northwind project.
What's missing
No mobilization plan submitted. Procurement contact hasn't been looped in. Competitor (Meridian) referenced once.
Risk
Schedule is tight — 11 weeks vs. typical 14. Mitigation needed before final review.
Activity timeline
- Jun 16EmailIntro from Cypress Grove board member
Warm intro — system suggests adding board member as Influencer.
Contacts
- Sophie IyerManaging Partner · Decision Maker
Tasks
- Schedule walkthrough with Sophie06-19
Linked systems
- Egnyte folder/Pursuits/Cypress Grove Capital
- Jira projectCreated on win
- Microsoft 365Synced